Number of Shares
10,126.00
Current Holdings Value*
$5.69 Mil
% of Portfolio
2.28%
Total Estimate Gain
$3.20 Mil
% of Total Estimate Gain
21.66%

Arcus Capital Partners, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Arcus Capital Partners, LLC held 10,126.00 shares of iShares Core S&P 500 ETF(IVV), totaling $5.69 Mil. This investment constitutes 2.28% of their stock portfolio, and Arcus Capital Partners, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2018Q2. And since then Arcus Capital Partners, LLC has made 13 purchases of IVV, at an average price of $424.84, for a total of 34,730.00 shares. In addition, there have been 13 sales at an average price of $475.43 for 24,604.00 shares. Based on historical transaction data and IVV's current price of $617.46, Arcus Capital Partners, LLC's estimated gain on his IVV holdings is $3.20 Mil, reflecting a 21.66% gain to date.

Arcus Capital Partners, LLC IVV ($617.46) Holding Chart

Arcus Capital Partners, LLC IVV ($617.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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